Joseph Carlton
Plan context: Dr Joseph Carlton Money Purchase Pension Plan
EIN 11-2001762 • Woodmere, NY • 20 filings • 5 plans
Current Snapshot
Latest Year
2011
2011 Participants
1
2011 Assets
$53,792
2011 Contributions
$3,875
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2011 | 1 | 0 | $0 | $0 | - |
| Dr Joseph Carlton Money Purchase Pension Plan | - | 0 | - | - | - |
| 2010 | 1 | 1 | $53,792 | $0 | - |
| Dr Joseph Carlton Money Purchase Pension Plan | - | 1 | $53,792 | - | - |
| 2009 | 1 | 1 | $99,883 | $3,875 | $3,875iApproximate average salary by contribution assumption: employee only about $96,875 at 4% or $64,583 at 6%; with 50% employer match about $64,583 at 4% or $43,056 at 6%; with 100% employer match about $48,438 at 4% or $32,292 at 6%. |
| Dr Joseph Carlton Money Purchase Pension Plan | - | 1 | $99,883 | $3,875 | $3,875iApproximate average salary by contribution assumption: employee only about $96,875 at 4% or $64,583 at 6%; with 50% employer match about $64,583 at 4% or $43,056 at 6%; with 100% employer match about $48,438 at 4% or $32,292 at 6%. |
| 2008 | 1 | 2 | $84,278 | $0 | - |
| DR JOSEPH CARLTON MONEY PURCHASE PENSION PLAN | - | 2 | $84,278 | - | - |
| 2007 | 1 | 2 | $0 | $0 | - |
| Dr Joseph Carlton Money Purchase Pension Plan | - | 2 | - | - | - |
| 2006 | 1 | 2 | $111,335 | $5,903 | $2,952iApproximate average salary by contribution assumption: employee only about $73,788 at 4% or $49,192 at 6%; with 50% employer match about $49,192 at 4% or $32,794 at 6%; with 100% employer match about $36,894 at 4% or $24,596 at 6%. |
| Dr Joseph Carlton Money Purchase Pension Plan | - | 2 | $111,335 | $5,903 | $2,952iApproximate average salary by contribution assumption: employee only about $73,788 at 4% or $49,192 at 6%; with 50% employer match about $49,192 at 4% or $32,794 at 6%; with 100% employer match about $36,894 at 4% or $24,596 at 6%. |
| 2005 | 1 | 2 | $166,517 | $14,482 | $7,241iApproximate average salary by contribution assumption: employee only about $181,025 at 4% or $120,683 at 6%; with 50% employer match about $120,683 at 4% or $80,456 at 6%; with 100% employer match about $90,513 at 4% or $60,342 at 6%. |
| Dr Joseph Carlton Money Purchase Pension Plan | - | 2 | $166,517 | $14,482 | $7,241iApproximate average salary by contribution assumption: employee only about $181,025 at 4% or $120,683 at 6%; with 50% employer match about $120,683 at 4% or $80,456 at 6%; with 100% employer match about $90,513 at 4% or $60,342 at 6%. |
| 2004 | 2 | 2 | $252,772 | $7,996 | $3,998iApproximate average salary by contribution assumption: employee only about $99,950 at 4% or $66,633 at 6%; with 50% employer match about $66,633 at 4% or $44,422 at 6%; with 100% employer match about $49,975 at 4% or $33,317 at 6%. |
| Dr Joseph Carlton Money Purchase Pension Plan | - | 2 | $252,772 | $7,996 | $3,998iApproximate average salary by contribution assumption: employee only about $99,950 at 4% or $66,633 at 6%; with 50% employer match about $66,633 at 4% or $44,422 at 6%; with 100% employer match about $49,975 at 4% or $33,317 at 6%. |
| Joseph Carlton Profit Sharing Plan | - | 0 | - | - | - |
| 2003 | 2 | 2 | $0 | $0 | - |
| Joseph Carlton Profit Sharing Plan | - | 1 | - | - | - |
| Dr Joseph Carlton Money Purchase Pension Plan | - | 2 | - | - | - |
| 2002 | 1 | 1 | $99,194 | $0 | - |
| Joseph Carlton Profit Sharing Plan | - | 1 | $99,194 | - | - |
| 2001 | 2 | 2 | $128,712 | $0 | - |
| Joseph Carlton Profit Sharing Plan | - | 1 | $128,712 | - | - |
| Dr Joseph Carlton Money Purchase Pension Plan | - | 2 | - | - | - |
| 2000 | 3 | 2 | $492,811 | $9,247 | $4,624iApproximate average salary by contribution assumption: employee only about $115,588 at 4% or $77,058 at 6%; with 50% employer match about $77,058 at 4% or $51,372 at 6%; with 100% employer match about $57,794 at 4% or $38,529 at 6%. |
| Dr Joseph Carlton Money Purchase Pension Plan | - | 2 | $344,337 | $9,247 | $4,624iApproximate average salary by contribution assumption: employee only about $115,588 at 4% or $77,058 at 6%; with 50% employer match about $77,058 at 4% or $51,372 at 6%; with 100% employer match about $57,794 at 4% or $38,529 at 6%. |
| Joseph Carlton Profit Sharing Plan | - | 1 | $148,474 | - | - |
| Dr Joseph Carlton Money Purchase Plan | - | 0 | - | - | - |
| 1999 | 3 | 2 | $578,797 | $9,629 | $4,815iApproximate average salary by contribution assumption: employee only about $120,363 at 4% or $80,242 at 6%; with 50% employer match about $80,242 at 4% or $53,494 at 6%; with 100% employer match about $60,181 at 4% or $40,121 at 6%. |
| Dr Joseph Carlton Money Purchase Pension Plan | - | 2 | $300,019 | $9,629 | $4,815iApproximate average salary by contribution assumption: employee only about $120,363 at 4% or $80,242 at 6%; with 50% employer match about $80,242 at 4% or $53,494 at 6%; with 100% employer match about $60,181 at 4% or $40,121 at 6%. |
| Joseph Carlton Profit Sharing Plan | - | 1 | $163,578 | - | - |
| Dr Joseph Carlton Money Purchase Plan | - | 2 | $115,200 | - | - |